Ariel: The Accelerating Collapse of the Petrodollar in 2026
Ariel: The Accelerating Collapse of the Petrodollar in 2026
2-24-2026
Things Are Coming Down To The Wire: The Birth Of A New Power (Removing The Access) You Are In Prime Position
The Accelerating Collapse of the Petrodollar in 2026: Mechanics, Triggers, Iran/Iraq Nexus, and the Endgame for Dollar Hegemony
The petrodollar isn’t dying quietly in its sleep it’s being gutted alive, entrails spilling across the board as we speak. This isn’t some gentle “evolution” peddled by think-tank suits; it’s a structural hemorrhage that began decades ago and hit arterial spray in 2024-2025.
The core mechanism: oil priced and settled exclusively in USD created artificial, perpetual demand for dollars every barrel bought forced nations to hoard greenbacks, recycle surpluses into U.S. Treasuries, and keep the American debt machine lubricated. That monopoly is fracturing at warp speed in 2026.
Non-dollar oil trades jumped from near-zero to 20%+ globally by late 2025, BRICS pipelines are pumping yuan/ruble/rupee settlements at scale, and the old 1974 Saudi recycling pact (informal but ironclad) has effectively lapsed without renewal pressure.
Venezuela’s seizure in January 2026 wasn’t humanitarian theater it was a desperate U.S. lunge to claw back pricing power and force a “Petrodollar 2.0” revival. But the math doesn’t lie: once Iran falls and Iraq breathes free, the system hemorrhages irreversibly.
Iraq is the kill shot. CBI Governor Ali al-Alaq publicly denies any imminent exchange-rate shift or massive RV (as of February 2026), but the undercurrents scream otherwise: aggressive de-dollarization via POS rollout, electronic platforms to choke dollar smuggling, SWIFT integration for transparency, and gold reserve buildup positioning Iraq as a regional heavyweight.
The “delete three zeros” redenomination project remains live structural prep for a stronger dinar once stability hits.
Trump’s Venezuela grab (seizing Maduro, eyeing PDVSA reserves) was the dress rehearsal: force a compliant regime, flood markets with dollar-priced barrels to buy time, but the real prize is Baghdad.
Post-Iran strikes, Iraq stabilizes, Development Road ($17B corridor) links to BRICS trade arteries, and digital dinar launches on XRPL-style rails backed by oil/gold. Dollar oil trades in the region crater.
BRICS expands the playbook: Russia-China 99% non-dollar bilateral, India rupee-Russian oil, Brazil-China yuan-real pacts all scaling in 2026.
The petrodollar’s recycling loop (oil dollars → Treasuries → U.S. deficit funding) snaps when 30-40% of global energy settles outside USD.
Endgame in 2026 is multipolar monetary carnage. No single BRICS currency dethrones the dollar overnight it’s death by a thousand cuts: tokenized payments, commodity-backed digital units, regional blocs settling in local currencies.
Oil glut forecasts for 2026 (Venezuela barrels flooding back under U.S. control) might temporarily prop prices, but the structural shift is irreversible. Dollar share in reserves already at multi-decade lows (~58%), forex transactions slipping, petroyuan creeping in.
The U.S. either adapts (proactive pivot to digital dollar dominance, alliances with BRICS outliers) or reacts defensively (more interventions, tariffs, weaponized finance) but the empire’s monetary backbone is cracked.
Iran removal + Iraq freedom = petrodollar funeral pyre. The deepstate knows it.
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